See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.3+ years Filed as: SAVASTA AND COMPANY INC Service code 13 · EIN 13-3879959 SIXTY BROAD STREET - 37TH FLOOR · NEW YORK, NY 10004 | Contract Administrator | $370,637 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $46,932 |
SAMUEL GOLDSTEIN & CO PC2 years Filed as: SAMUEL GOLDSTEIN & CO., P.C. Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $38,200 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 5335 · NEW YORK, NY 101190219 | Accounting | $28,230 |
Service code 51 · EIN 13-3257590 300 ATLANTIC STREET, 5TH FLOOR · STAMFORD, CT 06901 | Investment Mgmt Fees | $20,335 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 70 · EIN 32-0016703 2215 YORK ROAD - SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $18,600 |
C.S. MCKEE, L.P.3+ years Filed as: C. S. MCKEE, L.P. Service code 51 · EIN 25-1900687 ONE GATEWAY CENTER, 8TH FLOOR · PITTSBURGH, PA 15239 | Investment Mgmt Fees | $18,013 |
MADISON INVESTMENT ADVISORS3+ years Filed as: BROADVIEW ADVISORS, LLC Service code 51 · EIN 39-2020480 333 E. KILBOURN AVE, SUITE 1475 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $12,687 |
MANNING & RUSSO LLC3+ years Filed as: MANNING & RUSSO, LLC Service code 29 · EIN 06-1478265 65 PONDFIELD ROAD · BRONXVILLE, NY 10708 | Legal | $10,614 |
M&T INVESTMENT GROUP3+ years Filed as: M & T INVESTMENT GROUP Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $8,144 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 8.61% | 13.03%-4.4pp | 10.36%-1.8pp | 23.90%-15.3pp |
| Employer contribution / active EE | $2,570 | $15,779-83.7% | $37,738-93.2% | $16,539-84.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |